Voice Documentation for Legal Services

1. Voice Documentation for Legal Services Talkument™ Client Interaction & Billing Management Solution

2. Legal Services: Key Concerns • For legal firms, client communications translate to billable hours—every phone call can generate potential revenue • Accurate client billing requires reliable call tracking and reviewing capabilities • Effective collaboration across the organization is vital to firm image and client satisfaction • Evidentiary call recordings must be securely stored and easily accessible • Converting from paper-based to electronic records has greatly benefited law firms—but what about phone-based interactions?

3. PSTN LAN PBX Attorneys Administrative Staff Paralegal Staff The Talkument Solution Talkument Client User Talkument Client User • Captures an accurate historical record of all communications • Provides firm staff with the ability to store, organize, annotate and share phone conversations • Use voice documents to verify details, share information and collaborate with others • Intended for all phone users across the organization Talkument Client User

4. Why Voice Documentation? Productivity! • Share information more quickly • Share all information, not just a summary • Eliminate time required to transcribe • Review a document instead of repeating a conversation when verifying details • Easily share call records between offices or facilities • Improve relationships by focusing on client interactions instead of note taking and archival

5. Why Voice Documentation? Accuracy! • Document important oral agreements, authorizations and evidentiary recordings • Ensure precise client invoicing for all billable phone activities and resolve billing disputes • Capture the full communication, tone of voice, pauses and all • Seamlessly transfer the exact conversation, not just a paraphrase • Verify exactly what was said and by whom • Eliminate uncertainty and miscommunication

6. Why Voice Documentation? Security! • Highlight only the portions of a call which should be shared with others • Maintain call recording confidentiality through password secured access to user personal archives • Portable Voice Document (PVD) technology centrally controls voice document while making it securely accessible over data networks • Voice document is never transferred – only streamed using encryption – with access rights set to expire after a designated period of time

7. Making the Case Manage Billing Disputes

8. Making the Case Resolve Miscommunication Errors

9. Making the Case Document Verbal Agreements

10. Making the Case Tracking Billable Phone Activities

11. Talkument: Powerful, Yet Simple • A telecom appliance • Talkument fits seamlessly into many existing communication networks • Three models to serve the Legal Services industry • Talkument Small Office • 20 VoIP Phones • Talkument Small Office Analog • 8 analog CO lines or 20 VoIP Phones • Talkument • 2 T1/PRI or 48 VoIP Phones

12. Talkument Console • Organization • Drag & drop folders • Search folders • Custom List View • PVD preview pane PVD = Portable Voice Document

13. PVD Viewer • Title • Participants • Transitions • Highlights • Comments

14. Call Tagging • Appear / Hide when calls are present • Tag calls with information • Use tags for document searching • View tags in voice document

15. Sharing • Share link, not a file • Share with existing users • Share with external contacts • Include a share expiration • Private sharing • Read/write sharing

16. Security • Users access only authorized documents • Authorization down to call segments • Playback is encrypted

17. Talkument Summary

18. from